Vice President, Family Office Advisory

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full time

A recruiter is seeking a Vice President, Family Office Advisory

Key Responsibilities:

The role of the Head,Family Office Distribution & Wealth Advisory is: –

  1. To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office.
  2. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team.
  3. To lead and motivate a team of Relationship Bankers to provide bespoke investment services and solutions to High Net Worth clients' Financial, Investment and Personal needs.
  4. To attract and hire sales, product and advisory talents to establish a wider sales coverage, product sophistication and sound investment advisory for Family Office business mainly to grow customer base and investment AUM.
  5. To identify and establish new potential revenue streams and product solutions for Family Office Clients through external and internal partnership.
  6. To lead and motivate a team of client Investment advisors to analyze and set investment direction and trends for Family Office together with CIOs and Regional Product Team.
  7. To provide solution and advice on processes to ensure a smooth execution of the entire end-to-end business activities of Family Office.
  8. To identify and maintain Family Office client experience and service excellence i.e. clients' wealth and no major complaint lead to financial loses and litigation.
  9. To anticipate and allocate the optimum manpower resource for Relationship Bankers and investment advisors across nationwide.
  10. To monitor and balance the Sales force P&L to ensure greater revenue generation against cost of doing business are sustainable.
  11. To establish and develop relationships by providing a high level of bespoke services and solutions for the Ultra High Net Worth clients' Financial, Investment and Personal needs.
  12. To assists and improve in business process review to build the business, help close gaps among various stakeholders within Family Office.
  13. To comply with all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia.

Key Requirements:

  1. At least 5 years in a leadership role in banking or finance industry. managing a nationwide sale & distribution workforce of private bankers / relationship managers / investment advisor.
  2. At least 8 – 10 years in a private banker / relationship manager / investment advisory position.
  3. At least 3 years in a product or proposition development role
  4. Relevant experience in Private Wealth and Family Office.
  5. In-depth knowledge in Investment and financial planning.

Other Essential Skills:

  1. Able to lead, motivate and inspire staff commitment to achieve business objective.
  2. Excellent presentation, interpersonal and communication (written/verbal) skills.
  3. Able to influence peers and upward.
  4. Good people management skills.
  5. Possess strong sales and service skills in handling Ultra High Net Worth Individuals.

#JPKR


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